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Connecting Salesforce lets Rivvi read your accounts, contacts, and activity history, run exact totals across your records, and write follow-up tasks and call outcomes back. Rivvi connects using a Salesforce connected app — your own — so you control the access.

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What you’ll need

From a Salesforce connected app in your org:
  • Your instance URL (e.g. https://acme.my.salesforce.com)
  • The connected app’s Client ID
  • The connected app’s Client secret

Salesforce: Create a connected app

Salesforce’s guide to creating a connected app and finding its credentials.

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Connect it

1

Create a connected app in Salesforce

In Salesforce Setup, create a connected app with API access. Note your instance URL and copy the consumer key (Client ID) and consumer secret (Client secret).
2

Open Rivvi's connector settings

In the workspace, go to Settings → Connectors, select Salesforce, and click Connect.
3

Paste your credentials

4

Set permissions

Reads are allowed by default; writes ask for approval. See Permissions.

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What Rivvi can do with Salesforce

Read (allowed by default)
  • Search across accounts, contacts, and leads (with the real total).
  • Read a contact and its linked records.
  • List activity history on a record.
  • Run exact server-side totals — sum, count, average by stage, owner, or source.
  • List an object’s fields, including custom ones, so requests hit real field names.
Write (asks for approval by default)
  • Create a follow-up task on a record.
  • Log a call outcome against a contact.
  • Update fields on a contact record.

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Try it

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